China's Fosun bid for the Portuguese hospital operator

2014-09-24 「 1831 words / 4 minute 」
China's Fosun bid for the Portuguese hospital operator .jpg
news
中国综合企业复星(Fosun)以5.8亿美元的出价,加入到了对葡萄牙医院运营商ESS(Espírito Santo Saúde)的竞购战中。
Chinese conglomerate Fosun has entered the bidding war for Espírito Santo Saúde, offering $580m for the Portuguese hospital operator.
根据周二递交给香港证交所的一份声明,葡萄牙保险公司、复星子公司Fidelidade提出以每股4.72欧元的价格收购ESS。复星表示,这一出价较过去6个月ESS的平均股价溢价31%。ESS股价周一在里斯本收于4.70欧元。
Fidelidade, the Portuguese insurer and a Fosun subsidiary, is offering 4.72 a share for the healthcare business, according to a statement to the Hong Kong stock exchange on Tuesday. The bid represents a premium of 31 per cent above the average share price over the previous six months, Fosun said. Shares in ESS closed at 4.70 in Lisbon on Monday.
陷入困境的家族企业Espírito Santo集团持有ESS 51%股权,这个家族企业还控股了葡萄牙银行Banco Espírito Santo。
ESS is 51 per cent-owned by Espírito Santo group, the troubled family company that controls Portuguese lender Banco Espírito Santo.
复星是中国最大私人持股综合企业。它对ESS的出价超过了此前墨西哥公司Grupo Angeles每股4.50欧元的最高出价。ESS的本国竞争对手José de Mello Saúde也提出了收购报价。
The offer from China’s largest privately held conglomerate trumps the previous top bid of 4.50 a share by Mexico’s Grupo Angeles. José de Mello Saúde – a local rival to ESS – has also submitted an offer for the business.
复星今年斥资10亿欧元控股葡萄牙最大保险公司Fidelidade,表明它构建长期国际影响力的意图。
Fosun took control of Fidelidade, Portugal’s largest insurer, this year in a 1bn deal that signalled its intention to build a long-term international presence.
一位分析人士表示:“复星的交易越来越追求投资组合的最优化,而不是快进快出的投机。”他认为,复星对ESS的兴趣与此前一笔交易有关——今年4月,复星曾加入由德州太平洋集团(TPG)牵头的财团,成功收购在美国上市的中国医院连锁美中互利(Chindex)。
“Fosun deals increasingly need to be thought about in terms of portfolio optimisation as opposed to thinking it is making a quick punt,” said one analyst, who linked its interest in ESS to its participation in April in a TPG-led consortium that won the bidding for US-listed Chinese hospital chain Chindex.